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INDEPENDENT FINANCIAL ADVISERS CANTERBURY KENT
WE HELP YOU REALISE YOUR DREAMS
Let’s face it. Most people don’t want to spend their lives analysing fund performance or keeping track of the latest changes to pension rules. Luckily for you we do!
Our clients are smart busy people who want to spend their time doing anything rather than financial planning.
Yet they also understand that it needs doing. Which is why they turn to us.
Whether you dream of travelling the world, sailing the seven seas, or simply enjoying relaxing with friends, taking time out for financial planning now can help you realise those dreams.
It’s important that you choose a financial adviser that you are comfortable with, so we don’t charge for an initial meeting.
In the first session you can tell us about what you want to achieve, what worries you may have about the future and providing for loved ones, and about what you have in place already.
And we can tell you about the sorts of things we can do to help. Things like investments, tax planning, insurances and pensions.
If you’re happy with that meeting we can go on to create you a tailor-made plan.
Of course, we don’t stop there. We stay in touch so we can review the plan and make sure you stay on track to realise your dreams.